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Adding Cards

Who can add a Card to a Board?

If the Board to which you want to add a Card is:

  • Public, a Public Board Administrator or one of the Board’s editors.

  • Private, the Board’s owner.

 


How do I add a Card to a Board?

  • Open the Board to which you want to add a Card.



  • Click  and select which kind of Card you’d like to add.

    • - An Improvement List Card is a compilation of Improvements which fit your selected criteria.

      For information on how to filter a list of Improvements, check out this support page.

    • 2017-03-16_1537.png - An Incident List is a compilation of Incidents which fit your selected criteria. NOTE: Your organization must have the Incident Add-On to see this option.

    • - A Project List Card is a compilation of Projects which fit your selected criteria.

      For information on how to filter a list of Projects, check out this support page.

    • - A Task List Card is a compilation of Tasks which fit your selected criteria.

      For information on how to filter a list of Tasks, check out this support page.

    • - A Chart Card is a great way to keep track of things you need to measure.

      You can either create a chart by clicking , or associate an existing chart by searching for it in the given field.

      NOTE: If you add a chart to a private Board, that chart is NOT private - it can be added to another Board, Improvement, or Project by any other user.

    • 2016-11-15_1517.png - A Chart List Card is a compilation of charts which fit your selected criteria.

    • - A Report Card is an easy way to get quick insight into the health of your improvement culture straight from a Board, without having to go to the Reports section.

      You can add a Card containing the Submission vs Completion, Engagement Summary, Impact Summary, or User Engagement by Roles Reports. The Report can be filtered by Location(s) and time and you can decide whether Project-Based Improvements should be included.

      For detailed information on how to add a Report Card, check out this support page.

    •  - A Free Style Card is a Card to which you can add free text or images.

      This is often used to call attention to people doing great improvement work and to awesome Improvements in the system, announcing challenges and contests, and posting schedules for upcoming classes or seminars.

      For detailed information on how to add Free Style Cards, check out this support page.

    • 2017-05-04_1607.png - An X-Matrix Card is a Card containing an X-Matrix. Many organizations that are doing a formal Hoshin Kanri or Strategy Deployment process utilize an X-Matrix to develop and implement tactical and strategic plans, coordinated across people throughout the organization. This type of approach promotes organizational learning, faster corrections, and breaks down silos.

      For detailed information on how to add X-Matrix Cards, check out this support page.

    • - A Nested Board List Card displays all Boards nested under the current Board. Clicking the name of any of those Boards will open that Board.


  • Click .

 

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